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If your net worth is over $1 million, Iām about to show you how the ultra-wealthy turn their portfolios into cash flow machinesāand why your financial advisor will likely never teach you this.
Most traditional advisors will put you in a 60/40 portfolio and tell you to keep growing your net worth until retirement. The goal? Just get a bigger number on the screen. Then, maybe, if the market plays nice, you can start pulling 4% a year at 65.
But hereās what they donāt tell you: families managing $100+ million arenāt waiting until 65. Theyāre generating income todayāand their wealth is still growing.
Now, you might be thinking, āBut I donāt have $100 million. Can I still do this?ā
Thatās the exact question I spent the last 10 years answering. A few years ago, my portfolio was 98% in public stocksāand it produced zero cash flow. Today, that same portfolio pays me over $200,000 a year in income without selling assets, without touching principal, and it has grown by over $2 million in value.
In this video, Iām going to walk you through the three-step process I used to transform my portfolio into what I call an Evergreen Portfolioāa strategy designed to generate income today and build long-term wealth.